Pro: Upload Data

Posted on 1May

The upload feature allows PRO users to upload large quantities of addresses (250 per spreadsheet, 500 daily) to save time on data entry. Use the upload web portal to upload an Excel (.XLSX) file. Simply login using the credentials on your PRO account.

***Please note, this tool works best on Google Chrome and Mozilla Firefox; we cannot guarantee support for Internet Explorer or other browsers.

Required Upload Format

Your file must be formatted according to the template here, also available on the upload tool. This allows Road Warrior to read the address information in your spreadsheet. Don’t change the order of the columns or add/remove columns.

The template specifies which columns are required. The required columns, in order, are: Name, Street Address, City, State/Region, Postal Code, Country Code. The additional columns are optional and may be left blank.

TIP: At the current time, the format directly from Numbers is incompatible with the upload feature. So, exporting from Numbers to .XLSX will not work.

You have the option to upload in three ways:

1. Upload to favorites

This option allows you to add locations as Favorites, which are locations that are saved for future use. Your Favorites will appear as pins in the Map view after you upload and allow you to add them to a route. View all your Favorites under the Favorites bar on the left hand menu bar. Remember that you can filter your view using the Filter feature if your Map view becomes too crowded. This is a great option if you are uploading addresses that you may use again on future routes.

2. Upload to new route

This option allows you to directly add your locations as Stops on a new route. They are not added as Favorites so they aren’t saved for use in a future route unless you click each pin to save the Stop as a Favorite. Many folks use this option when they have a route that changes each day and they do not plan to use the stops again.

3. Upload to a new ordered route

This option is the same as uploading to a new route (above) -- except the upload will preserve the order of the stops as they are ordered in your upload spreadsheet. This is handy if you do not want to Optimize, and instead already have a set order of Stops.

Sync

After uploading, click the sync icon at the bottom of the left hand tool bar.

Service Time

When uploading stops, the default service time is 30 minutes. You can set the time to anything else by entering a value (in minutes).

Note that the service time on your devices is not relevant to uploads.

Latitude/Longitude (Optional)

Latitude/Longitude is not required, but is an optional field for advanced users.

The reason that you might do this is in a situation where you know better than Google Maps where a home is physically located. If you do choose to use the Lat/Long field, it will replace the geocoding process. For example, especially in rural areas, an address might resolve to a PO box where the resident receives US mail, not to the actual home location.

Priority/Color

The priority/color field is optional and only applies when creating favorites. You can use this to visually categorize the favorites you upload. The favorite pin will be colored based on the value set here.

How to Upload a Spreadsheet Using Google Spreadsheets

Where it says download one of the template files: click .xlsx format and save that file to somewhere you can find it later.

Open Google Docs to “Sheets” https://docs.google.com/spreadsheets, then click the “Open File Picker” button in the upper right corner. Click the “Upload” tab, and select the file you downloaded earlier called “Rw.Location.Upload.xlsx.”

Fill in your addresses (do not change the very top row of information) for all of the bolded headings.

When you are done filling in your addresses, click “File,” scroll over “Download as,” and select “Microsoft Excel (.xlsx).”